WhatsApp CRM

The WhatsApp CRM That Runs Your Whole Sales Pipeline

The Chat Quotient turns every WhatsApp conversation into a tracked deal — AI-tagged leads, a visual pipeline, follow-up reminders, and revenue forecasts, all inside WhatsApp Web.

1

Select a chat — Chat Quotient drafts the lead

Customer Name Sofía Martínez
Lead Title 4BHK Apartment Purchase
Priority HOT
2

The deal lands on your pipeline, ready to move

4BHK Apartment Purchase HOT
New Inquiry · ₹20,00,000
01
1,000+
Contacts Reached Automatically

Message a group, a label, or an uploaded list in one go

02
1 click
From chat to tracked deal

AI drafts the lead title, stage, priority, and value straight from the conversation

03
80%
Of sales need 5+ follow-ups

Task reminders and follow-up alerts keep you in the game until the deal closes

04
7 days
Before a lead goes cold

Slipping Away flags inactive deals automatically so you re-engage in time

05
< 1 min
To set up your pipeline

No Business API, no consultants — install the extension and start tracking deals

Everything Included

One Pipeline, Every Deal You're Working

From the first message to a closed deal, the whole sales process lives inside WhatsApp Web — no exporting chats to a spreadsheet, no second app to keep open.

Campaigns

Reach New Customers With Campaigns

Send one personalized message to a group, a label, or a CSV list — every reply lands in the same WhatsApp inbox.

Personalize each message with contact fields like name, city, or order number
Track deliveries and replies as they come in
Recipients
248
Replies
63
See how it works
AI Lead Capture

Turn Any Chat Into a Deal

Chat Quotient reads the conversation and drafts the lead — title, stage, value, priority — before you type anything.

Auto-tagged Hot, Warm, or Cold from real buying signals
Bulk-create leads from dozens of chats at once
Analyzing chat to fill in lead details…
4BHK Apartment Purchase HOT
₹20,00,000 · New Inquiry
See how it works
AI Agent

Let AI Agent Handle the Replies

It answers questions and qualifies leads instantly, day or night, then hands off qualified chats to your pipeline.

Trained on your FAQs, pricing, and catalog
Hands off to you the moment a lead is ready to buy
AI Agent replying…
"Yes, we have that in stock — would you like the 500ml or 1L size?"
Replied in 2 seconds
See how it works
Visual Pipeline

See Every Deal, Move It Forward With a Click

A Kanban board sits right next to your chats — drag deals across stages as they move.

Rename stages, recolor them, set your own win/loss rules
Run separate boards for sales, support, or recruiting — switch in one click
New Inquiry
3
Qualified
3
Proposal Sent
1
See how it works
Insights Dashboard

Know Your Numbers Without Opening a Spreadsheet

A live dashboard tracks forecast value, conversion rate, and which leads are slipping away.

See which channels — referrals, ads, organic — are actually converting
Leads inactive 7+ days get flagged automatically
Forecast Value
₹7,50,000
Conversion Rate
50%
New Inquiry
Qualified
Proposal Sent
See how it works
Lead Records

One Record Behind Every Conversation

Every lead gets its own panel — contact details, deal value, notes, and a full activity log.

Assign follow-ups with due dates and reminders
See overdue and upcoming tasks across the whole pipeline, not just one chat
Note Added 07:10 PM
Lead Created 07:10 PM
See how it works
How It Works

From First Message to Closed Deal, Five Steps

01

You Send a Campaign

Reach a group, a label, or a CSV list with one personalized message.

02

A Lead Replies

Their reply lands in your normal WhatsApp inbox — no separate app to open.

03

AI Agent Replies Instantly

It answers questions and qualifies interest around the clock, day or night.

04

The CRM Captures the Lead

Chat Quotient drafts the deal — title, stage, priority, and value — and tracks it on your pipeline.

05

Insights Land on the Dashboard

Forecast value, conversion rate, and deal velocity update automatically as the pipeline moves.

WhatsApp CRM vs. The Alternatives

A spreadsheet costs nothing but your time. A popular CRM costs setup, seats, and a monthly bill. Here's where the built-in CRM lands.

Feature The Chat Quotient Popular CRM Spreadsheets
Lives inside WhatsApp Web
No separate app or dashboard to keep open
A file, not a workspace inside WhatsApp
Leads created automatically from chats
AI drafts the deal card straight from the conversation
Every row is typed in by hand
AI priority tagging (Hot / Warm / Cold)
Buying signals get tagged without you reading every chat
Not offered
Visual drag-and-drop pipeline
See every deal and its stage at a glance
No visual pipeline at all
Follow-up tasks & activity log
Reminders and notes stay attached to the lead
Notes live in a random column, if at all
Needs a paid integration to connect WhatsApp
Most CRMs charge extra for WhatsApp sync, or require the Business API
No
Works with the WhatsApp Web you already use
Yes
WhatsApp add-ons are usually a paid tier
No
But nothing connects to WhatsApp at all
Setup time
From install to a working pipeline
Minutes
Add the extension, keep your number
Days to weeks
Implementation, data migration, training
None
But nothing gets tracked either
Cost
What you pay to run it
Included
In your existing plan
Separate subscription
Often billed per seat, per month
Free
But hours of manual updates

WhatsApp CRM FAQs

No. The Chat Quotient works with the regular WhatsApp Web you already use — no Business API, no separate app, and no waiting on approval from Meta.
Yes. Start from the default sales pipeline or build your own — rename stages, recolor them, and mark any stage as won or lost. You can also run separate pipelines for sales, support, or recruitment.
The AI only reads a conversation when you ask it to — for example, to draft a lead card or summarize a chat. It doesn't run in the background scanning every message.
Yes. Deals, notes, tasks, and activity logs are shared across your team so anyone can pick up a conversation with full context.
The CRM is included in every Chat Quotient plan alongside the AI reply assistant, quick replies, and message scheduler. See the pricing page for current plans.
Campaigns reach out to new contacts, and AI Agent handles the replies that come in. The CRM is what happens next — every conversation that turns into an opportunity gets captured as a lead, tracked on your pipeline, and followed up on. All three work together automatically inside The Chat Quotient.

Stop Losing Deals in Your Chat List

Add The Chat Quotient to Chrome and every WhatsApp conversation becomes a tracked, followed-up deal.